account_balance

Investment manager · 13F filer · SEC CIK 1894830

Corus Family Wealth Advisors

Reported value$147Mas of Sep 30, 2026
Positions44 3 new, 41 sold out
Top 10 weight81.1%DFAC alone is 19%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 18.7% Added +7%
FLOT iShares Tr 16.4% Added +193%
DHR Danaher Corp 11.6% Added +95%FISV Fiserv Inc 8.5% HeldAAPL Apple Inc. 6.7% Trimmed −19%
DXUV Dfa Invt Dimensions Group In 6.4% Added +20%
DFIC Dimensional ETF Trust 4.3% Added +11%
DFIV Dimensional ETF Trust 3.1% Added +9%
DFSV Dfa Invt Dimensions Group In 2.8% Added +5%
DISV Dimensional ETF Trust 2.6% Added +8%
DIHP Dimensional ETF Trust 2.4% Added +18%
DEHP Dimensional ETF Trust 1.7% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
  • FLOT +193%
  • DFMC +170%
  • BUXX +116%
  • DHR +95%
arrow_downwardTrimmed
remove_circleSold out
  • DUHP $5.83M
  • GOCT $3.04M
  • TSM $1.17M
  • MTZ $915K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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